November 12, 2019

IEQ Capital Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

Technology Enables Investment Advisory Firms to Streamline Client Workflows and Enhance Efficiency as They Scale

BEDFORD, N.H., November 12, 2019 -- RedBlack Software LLC, the independent market leader for portfolio rebalancing and trading, today announced that IEQ Capital, LLC (IEQ), a Foster City, California-based registered investment advisor with approximately $8.2 billion in regulatory assets under management, has selected RedBlack for portfolio rebalancing, trade order management and straight-through processing.

“Our partnership with IEQ underscores the foundation on which RedBla...


November 5, 2019

Blog post: RedBlack Announces the Launch of Salesforce Connector on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

RedBlack’s customers can now benefit from streamlined CRM workflows and increased efficiency

Bedford, New Hampshire November 5, 2019 – RedBlack, the leading independent provider of portfolio rebalancing, trading and order management solutions for investment management professionals, today announced that it has launched the RedBlack Salesforce Connector on Salesforce AppExchange, empowering customers to enhance financial advisors’ and wealth managers’ workflows and client experience.

The integration enables advisors to use the Salesforce platform to view their clients’ RedBlack ...


November 4, 2019

RedBlack’s New Multi-Tier Modeling Capabilities Empower Advisors to Reduce Model Management While Increasing Portfolio Flexibility

Company Also Introduces New Capital Gains Budgeting Feature for Advisors with
Tax-Sensitive Clients
BEDFORD, New Hampshire, November 4, 2019 – RedBlack, the independent market leader for portfolio rebalancing and trading, today announced a new software release that includes a powerful new tool for investment management: multi-tier portfolio modeling capabilities, which give large advisors with sophisticated modeling requirements even greater flexibility to address specific portfolio needs. RedBlack (Booth 312) will demo its multi-tier models at Schwab IMPACT 2019 Nov. 4-7 at the San Diego ...